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News & Headlines

Justice Department Formally Ends ‘Operation Choke Point’

In a letter to House Judiciary Committee Chairman Bob Goodlatte (R-Va.) on Wednesday, a Department of Justice official formally confirmed that the agency has ended the controversial Operation Choke Point initiative.

CFPB Data Shows Growing Numbers with High Student Debt Levels

The percentage of student loan borrowers leaving school with at least $20,000 in student debt has doubled from 20 percent to 40 percent from a decade ago, according to data released by the Consumer Financial Protection Bureau yesterday.

SBA Seeks Feedback on Burdensome, Excessive Regulations

In response to President Trump’s executive order requiring all federal agencies to reduce regulatory burden, the U.S. Small Business Administration today issued a request for input on which regulations could be repealed, replaced or modified.

DOL Signals Intention to Delay Fiduciary Rule's Exemptions

The Department of Labor said that it has submitted a proposal to the Office of Management and Budget to extend to July 1, 2019, the applicability date for certain exemptions to the fiduciary rule.

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  • September 28 2017
    The Complete Fundamentals 09/28/2017 This introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. The first day offers a comprehensive overview on trusts - addressing terminology, administration, fiduciary and agency services, assets and ownership, taxation and regulation. The second day focuses on the basics of estate planning, management and settlement and also offers an easy-to-understand review of trust investments - terminology, investment objectives, asset allocation, securities and nontraditional investments. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, business development officers, and anyone with a desire to understand "the basics."

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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@t
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